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- Perform the acceptance and continuance
- Plan the engagement
- Start the engagement
- Organize files by folders and tags
- Generate the Reply URL
- Configure optional claims
- Test your single sign-on integration
- Copy the metadata endpoint
- Personnaliser la langue du contenu
- Accéder aux paramètres du produit
- Assign API permissions
- Common use cases
- Measure productivity
- Assign accounts to groups
- Manage client relationships
- Entities
- Dashboards and Tracking
- Generate a client secret
- Transaction details described
- Mandatory fields for importing transactions
- Excel file requirements
- Prepare a CSV or Excel file to import transactions or subledger data
- Import the client's transactions and other subledger data from a CSV or Excel file
- Activate your Firm Admin account
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